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Original filing (PDF)20251007131459NAL0011388994001
BLACKSMITH AUTOMOTIVE MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
BLACKSMITH AUTOMOTIVE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
279
Accounts w/ balance
378
Plan assets (EOY)
$33.3M
Net assets (EOY)
$33.3M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLACKSMITH AUTOMOTIVE MANAGEMENT, INC..
Plan sponsor
Name
BLACKSMITH AUTOMOTIVE MANAGEMENT, INC.
EIN
47-2312464
Address
28 GRAND AVENUE · ENGLEWOOD, NJ · 07631
Phone
(201) 567-1400
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH-BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN SECURITIES LLC | 13-4110995 | — | ADVISOR | $79K | — |
Investments
32 direct securities · 1 pooled fund· $33.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$31.6M
32 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Brown Advisory Sustainable Growth Fund Institutional | — | — | $0 | $3.6M | 10.7% | |
| Fidelity Mid Cap Index Fund | — | — | $0 | $3.4M | 10.2% | |
| Fidelity 500 Index Fund | — | — | $0 | $2.8M | 8.4% | |
| Fidelity Freedom Index 2030 Fund - Institutional Premium Class | — | — | $0 | $2.6M | 7.9% | |
| Fidelity Freedom Index 2025 Fund - Institutional Premium Class | — | — | $0 | $2.2M | 6.6% | |
| Fidelity Freedom Index 2035 Fund - Institutional Premium Class | — | — | $0 | $2.2M | 6.6% | |
| Fidelity Freedom Index 2045 Fund - Institutional Premium Class | — | — | $0 | $1.9M | 5.7% | |
| Fidelity Freedom Index 2050 Fund - Institutional Premium Class | — | — | $0 | $1.8M | 5.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $0 | $1.6M | 4.9% | |
| Fidelity Freedom Index 2040 Fund - Institutional Premium Class | — | — | $0 | $1.6M | 4.9% | |
| American Funds Bond Fund of America Class R-6 | — | — | $0 | $1.5M | 4.4% | |
| Fidelity Freedom Index 2055 Fund - Institutional Premium Class | — | — | $0 | $1.4M | 4.3% | |
| Fidelity International Index Fund | — | — | $0 | $1.3M | 3.8% | |
| American Funds American Mutual Fund Class R-6 | — | — | $0 | $1.1M | 3.4% | |
| Fidelity Freedom Index 2020 Fund - Institutional Premium Class | — | — | $0 | $748K | 2.2% | |
| Fidelity Freedom Index 2060 Fund - Institutional Premium Class | — | — | $0 | $613K | 1.8% | |
| Fidelity Large Cap Growth Index Fund | — | — | $0 | $600K | 1.8% | |
| Note Receivable from Participants | — | — | $0 | $490K | 1.5% | |
| Fidelity Advisor Stock Selector Small Cap Fund Class Z | — | — | $0 | $366K | 1.1% | |
| Fidelity Freedom Index 2065 Fund - Institutional Premium Class | — | — | $0 | $331K | 1.0% | |
| Fidelity Freedom Index 2015 Fund - Institutional Premium Class | — | — | $0 | $250K | 0.7% | |
| Fidelity Large Cap Value Index Fund | — | — | $0 | $201K | 0.6% | |
| Fidelity Freedom Index Income Fund - Institutional Premium Class | — | — | $0 | $135K | 0.4% | |
| PGIM High Yield Fund- Class R6 | — | — | $0 | $124K | 0.4% | |
| Fidelity Freedom Index 2010 Fund - Institutional Premium Class | — | — | $0 | $88K | 0.3% | |
| Lord Abbot SH DTN Inc R6 | — | — | $0 | $87K | 0.3% | |
| Fidelity Inflation- protected Bond index Fund | — | — | $0 | $58K | 0.2% | |
| Fidelity Small Cap Index Fund | — | — | $0 | $21K | <0.1% | |
| American Century Emerging Markets Fund R6 Class | — | — | $0 | $21K | <0.1% | |
| Cohen & Steers Institutional Realty Shares | — | — | $0 | $3K | <0.1% | |
| Fidelity Freedom Index 2070 Fund - Institutional Premium Class | — | — | $0 | $2K | <0.1% | |
| Fidelity Emerging Markets Index Fund | — | — | $0 | $76 | <0.1% | |
| Fidelity Government Money Market Fund Class K6 | — | — | $0 | $10 | <0.1% |
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